2026-04-27T19:17:54-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 2210 E ROUTE 66 GLENDORA CA 91740 990 2024-07-01 821965839 PHOENIX CHARTER ACADEMY PHOE 5302229275 145 SHASTA VIEW DRIVE 100 REDDING CA 96003 DR PATRICIA DOUGHERTY EXECUTIVE DIRECTOR 5302229280 2026-04-24 1 1 MEI-LI HUANG P02383735 9099857286 2026-04-24 2024 2025-03-06 01:10:19Z DR PATRICIA DOUGHERTY 145 SHASTA VIEW DRIVE 100 REDDING CA 96003 4714736 0 X WWW.OURPCA.ORG/ X 2017 CA TO SERVE STUDENTS THROUGH PERSONALIZED LEARNING AND TO SUPPORT PARENTAL CHOICE IN EDUCATION. 5 5 28 5 0 0 4857923 4653728 2714 5510 13073 26512 2724 28986 4876434 4714736 0 0 0 0 2737450 2451635 0 0 0 2183422 2380982 4920872 4832617 -44438 -117881 3493094 3534134 2090964 2249885 1402130 1284249 X THE MISSION OF PCA IS TO PROVIDE A VARIETY OF INNOVATIVE TEACHING METHODS AND OPPORTUNITIES FOR TEACHERS, PARENTS, STUDENTS, AND COMMUNITY MEMBERS TO IMPROVE PUPIL OUTCOMES. USING A VARIETY OF LEARNING OPPORTUNITIES AND HIGHLY TRAINED CREDENTIALED STAFF, WE PARTNER WITH THE PARENT TO CREATE A LEARNING PATH FOR EACH INDIVIDUAL STUDENT. 0 0 3516512 0 5510 PHOENIX CHARTER ACADEMY (PCA) OPERATES AS A SCHOOL THAT SERVES STUDENTS IN KINDERGARTEN THROUGH TWELFTH GRADE. PCA PROVIDES A VOLUNTARY PUBLIC EDUCATIONAL CHOICE FOR FAMILIES WHO WANT TO EDUCATE THEIR CHILDREN IN A HOME ENVIRONMENT. THEY BELIEVE THAT INDIVIDUAL DIFFERENCES AND THE UNIQUENESS OF EACH CHILD ARE TO BE SUPPORTED AND CELEBRATED. THEIR MISSION IS TO SERVE STUDENTS THROUGH PERSONALIZED LEARNING AND TO SUPPORT PARENTAL CHOICE IN EDUCATION. THEY ENCOURAGE ALL STUDENTS TO STRIVE FOR ACADEMIC EXCELLENCE. PHOENIX CHARTER ACADEMY (PCA) SERVED APPROXIMATELY 287 STUDENTS THIS YEAR. 3516512 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 36 0 1 28 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 CA X DR PATRICIA DOUGHERTY 5302229280 145 SHASTA VIEW DRIVE REDDING CA 96003 DR PATRICIA DOUGHERTY EXECUTIVE DIRECTOR 40.00 X X 197777 0 1920 PATRICK KEENER PRESIDENT 3.00 X X 0 0 0 ROD MENEZES SECRETARY 3.00 X X 0 0 0 KYLE KNICKERBOCKER DIRECTOR 3.00 X 0 0 0 HEATHER ARMSTRONG DIRECTOR 3.00 X 0 0 0 SUSAN BLAKE DIRECTOR 3.00 X 0 0 0 KIMBERLY A COUGHREN TEACHER, LIBRARY, ADMIN ASST 40.00 X 127435 0 8095 PATRICIA L KELLY SPED SUPPORT ADMIN ASST 40.00 X 109834 0 8755 JEANNA M PARKS TEACHER OF RECORD 40.00 X 116371 0 11535 551417 0 30305 4 0 1 0 0 4653728 4653728 STUDENT ACTIVITIES 611710 5510 5510 5510 26512 26512 OTHER REVENUE 611710 28986 28986 28986 4714736 5510 0 55498 X 129355 97016 32339 1829775 1788792 40983 340073 327157 12916 97542 94422 3120 54890 52060 2830 206465 82586 123879 66830 66830 64905 64905 695610 237040 458570 12590 2475 10115 10669 5501 5168 854523 598166 256357 7275 7275 71086 71086 16017 16017 61630 61630 INSTRUCTIONAL MATERIALS 224538 224022 516 OTHER EXPENSES 88844 0 88844 4832617 3516512 1316105 0 211614 276954 583013 309197 253829 385086 62022 72404 2696826 206333 2373819 2490493 8797 0 3493094 3534134 979595 1188795 42384 108208 634398 932882 434587 20000 2090964 2249885 X 1402130 1284249 1402130 1284249 3493094 3534134 -117881 0 X X 0 1 X 1 0 X 775000 775000 126095 80059 46036 166672 126274 40398 1629059 1629059 2490493 DEFERRED RENT LIABILITY 20000 20000 X 4714736 0 4714736 0 4714736 4832617 0 4832617 0 4832617 PART X, LINE 2: PHOENIX CHARTER ACADEMY IS A NON-PROFIT ENTITY EXEMPT FROM THE PAYMENT OF INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701D. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR INCOME TAXES. MANAGEMENT HAS DETERMINED THAT ALL INCOME TAX POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED UPON POTENTIAL AUDIT OR EXAMINATION; THEREFORE, NO DISCLOSURES OF UNCERTAIN INCOME TAX POSITIONS ARE REQUIRED. THE ACADEMY FILES INFORMATIONAL RETURNS IN THE U.S. FEDERAL JURISDICTION, AND THE STATE OF CALIFORNIA. 1 1 1 1 0 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 NONDISCRIMINATORY POLICY INCLUDED IN ALL ADVERTISEMENTS AND ENROLLMENT MATERIALS. SCHEDULE E, PART I, LINE 4 PHOENIX ACADEMY DOES NOT PROVIDE SCHOLARSHIPS OR FINANCIAL ASSISTANCE. SCHEDULE E, PART I, LINE 6 PHOENIX CHARTER ACADEMY IS A PUBLIC CHARTER SCHOOL PRINCIPALLY FUNDED BY CALIFORNIA AND FEDERAL MONIES RECEIVED THROUGH THE CALIFORNIA DEPARTMENT OF EDUCATION. X X 0 0 0 0 0 0 0 0 0 DR PATRICIA DOUGHERTY EXECUTIVE DIRECTOR 197777 0 0 0 0 0 1920 0 0 0 199697 0 0 0 PART I, LINE 3 BOARD USES INFORMATION FROM COMPENSATION STUDIES TO DETERMINE AMOUNT OF CONTRACT AND APPROVES ALL CONTRACTS. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE A COMMITTEE TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ORGANIZATION'S OUTSIDE PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. ONCE A DRAFT OF THE RETURN IS AVAILABLE, IT IS REVIEWED BY MANAGEMENT WITH ANY CHANGES OR REVISIONS INCORPORATED INTO THE FILING. THE REVISED RETURN IS THEN SUBMITTED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL PRIOR TO SUBMITTING TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MAINTAINS A CONFLICT OF INTERESTS POLICY FOR BOARD MEMBERS, OFFICERS, AND EMPLOYEES. IN CONNECTION WITH ANY ACTUAL OR POTENTIAL CONFLICT OF INTERESTS, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE AND NATURE OF ANY OUTSIDE INTEREST, OUTSIDE ACTIVITY, AND FINANCIAL INTEREST TO THE BOARD OF DIRECTORS, OR THE BOARD COMMITTEE DELEGATED THE AUTHORITY TO RECEIVE SUCH DISCLOSURES. MONITORING IS PERFORMED REGULARLY BY THE BOARD OFFICERS TO IDENTIFY POTENTIAL CONFLICTS OF INTEREST. ANY QUESTION OF A CONFLICT IS ADDRESSED WITH THE INTERESTED PERSON, WHO IS REQUIRED TO DISCLOSE THE EXISTENCE OF ANY FINANCIAL INTEREST AND BE AFFORDED THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE BOARD AND EXECUTIVE DIRECTOR. IF A CONFLICT OF INTEREST IS IDENTIFIED, THE APPROPRIATE ACTION IS TAKEN, INCLUDING LIMITATIONS TO THE INDIVIDUAL'S INFLUENCE ON RELATED BUSINESS MATTERS. WHEN CONFLICTS OF INTEREST ARISE AMONG BOARD MEMBERS, THE BOARD WILL IMPOSE RESTRICTIONS ON THE CONFLICTED INDIVIDUAL TO ENSURE IMPARTIALITY AND INTEGRITY IN DECISION-MAKING. INDIVIDUALS WITH A CONFLICT WILL BE PROHIBITED FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS RELATED TO THE TRANSACTION. THEY WILL NOT BE PRESENT DURING DISCUSSIONS AND VOTING RIGHTS WILL BE RESTRICTED ON MATTERS WHERE THEIR CONFLICT EXISTS. THESE MEASURES HELP MAINTAIN TRANSPARENCY AND PREVENT BIASED OUTCOMES. FORM 990, PART VI, SECTION B, LINE 15A THE DIRECTOR'S PAY IS DETERMINED BASED ON DATA PROVIDED BY EXTERNAL CHARTER MANAGEMENT ORGANIZATIONS AND THROUGH COMPARISON STUDIES OF OTHER CHARTER SCHOOLS. THE BOARD MUST VOTE TO APPROVE THE DIRECTOR'S COMPENSATION AS A DIRECT ACTION. THIS PROCESS IS COMPLETED ANNUALLY THOUGH, DUE TO FINANCIAL CONSTRAINTS, THERE HAS BEEN NO CHANGE IN PAY SINCE 2021. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2025. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MADE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL SERVICES - NON-INSTRUCTIONAL: PROGRAM SERVICE EXPENSES 138,558. MANAGEMENT AND GENERAL EXPENSES 268,965. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 407,523. OTHER FEES FOR SVC: PROGRAM SERVICE EXPENSES 98,482. MANAGEMENT AND GENERAL EXPENSES 189,605. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 288,087. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. PCA FACILITIES SHASTA VIEW LLC 145 SHASTA VIEW DRIVE NO 100 REDDING CA 96003 821965839 TITLE HOLDING COMPANY CA 400000 20000 PHOENIX CHARTER ACADEMY